DFX Intelligence

This allocator's name, 3 more advisers and 5 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Corporate pension in Pennsylvania

Corporate pension· Philadelphia, Pennsylvania

Corporate pension, based in Philadelphia, Pennsylvania, reporting $3.8B in assets, for 53,085 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $3.8B
Funded ratio: 107.8%

Open searches Allocation policy

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Cliffwater LLC.

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$3.8B

Total assets, Dec 31, 2024 reported

Funded

107.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Master trust investment accounts 100.0%

Consultants and advisers

6 firms

Cliffwater LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
Pgim Quantitative Solutions LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
this allocator Investment adviser (plan)through Dec 31, 2022 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on Schedule C

From Schedule C (investment management, code 28)

Empower Capital Management, LLCplan years 2023
Global Portfolio Strategies, Inc.plan years 2022

What changed

10 events

Dec 31, 2024Manager relationship endedinference
with Empower Capital Management, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Cliffwater LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
2 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$1.2Baskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Pgim Quantitative Solutions LLCaskebsa.dol.gov

+5 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

33 readings

Total assets

$3.8B Dec 31, 2024 reported Form 5500

$4.1B (2023-12) · $2.9B (2022-12)

Plan assets

$4.1B Jan 1, 2024 reported Form 5500

$2.9B (2023-01) · $3.3B (2022-01)

Net assets

$3.8B Dec 31, 2024 reported Form 5500

$4.1B (2023-12) · $2.9B (2022-12)

Funded ratio

107.8% Jan 1, 2024 reported Form 5500

105.6% (2023-01) · 106.7% (2022-01)

Funding target

$3.7B Jan 1, 2024 reported Form 5500

$2.6B (2023-01) · $2.6B (2022-01)

Discount rate

5.12% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.34% (2022-01)

Participants

53,085 Jan 1, 2024 reported Form 5500

34,911 (2023-01) · 36,024 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$325M Dec 31, 2024 reported Form 5500

$215M (2023-12) · $217M (2022-12)

Net investment income

-$260M Dec 31, 2024 reported Form 5500

-$84.3M (2023-12) · -$400M (2022-12)

Investment management fees

$4.9M Dec 31, 2024 reported Form 5500

$2.7M (2023-12) · $3.1M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	53,085	$4.1B	$3.7B	107.8%	$3.8B	Not disclosed	$3.8B	Not disclosed
2023 to Dec 31, 2023	34,911	$2.9B	$2.6B	105.6%	$4.1B	Not disclosed	$4.1B	Not disclosed
2022 to Dec 31, 2022	36,024	$3.3B	$2.6B	106.7%	$2.9B	Not disclosed	$2.9B	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

this allocator codes 27 $4.9M PY2024
Empower Annuity Insurance Company codes 13 $3.2M PY2024
this allocator codes 14 15 $205,275 PY2024

+27 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: fund commitments, managers.

Record history

10 dated events on the change ledger, latest first

Funded status changed
2024-01-01source
Consultant changed
2023-12-31source
Manager relationship ended
2023-12-31source

+7 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+9 connections on the graph

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